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Flexible Solutions, Inc. – GP Reports Viewer

50

SETTING UP SOP AND POP EMAIL REPLACEMENT

Please note that emailing reports with GP Reports Viewer is only available when using Dynamics GP 2010 or later and only for reports that are available for SOP and POP replacement within GP Reports Viewer. Currently only PDF attachments are supported for emailing.

GP Reports Viewer uses the built-in email setup and functionality within Dynamics GP. You can have a mix of GP Report Writer reports, Word Templates and Crystal/SSRS reports existing in your environment. Reports that have been set up for replacement using GP Reports Viewer will override all other settings, so choosing Standard or Template will not make any difference when using GP Reports Viewer.

To set up email replacement:

  • 1.

    Set up emailing at the company level:

    • a.

      Open the Company Email Setup window. GP >> Tools >> Setup >> Company >> E-mail Settings

    • b.

      Choose Send Documents as Attachments and select HTML under File Formats Allowed:

While the other options can be chosen on the Company E-mail Setup window for other email functionality within Dynamics GP, the options shown above are required for emailing with GP Reports Viewer. Even though the HTML format is chosen, GP Reports Viewer will create PDF attachments for emailing. If HTML is not chosen, emailing using GP Reports Viewer will not work.

  • 2.

    Set up emailing for the Sales Series:

    • a.

      Open the Sales E-mail Setup window. GP >> Tools >> Setup >> Sales >> E-mail Settings

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